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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,609 | $99,079-27.7% | $78,002-8.2% | $273,972-73.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.68% | 217.93%-208.3pp | 425.99%-416.3pp | 41.46%-31.8pp |
| Employer contribution / active EE | $3,451 | $3,308+4.3% | $2,470+39.7% | $4,869-29.1% |
| Participant deferral / active EE | $5,965 | $4,306+38.5% | $3,497+70.6% | $5,287+12.8% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |